Anchyra Partners LLC Takes $16.04 Million Position in Apple Inc. $AAPL

Key Points

• Anchyra Partners LLC disclosed a new fourth-quarter stake in Apple, buying 59,011 shares worth about $16.0 million. Apple now makes up roughly 4.9% of the fund’s holdings and is its third-largest position.
• Apple continues to attract significant institutional interest, with large holders like Vanguard, Northern Trust, and others adding to positions. Overall, institutional investors and hedge funds own about 67.73% of Apple’s shares.
• Apple posted strong quarterly results, beating EPS and revenue estimates, and also raised its quarterly dividend to $0.27 per share. The stock was trading near its 52-week high, while analysts’ consensus view remained Moderate Buy with a target price around $310.31.

Anchyra Partners LLC acquired a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 59,011 shares of the iPhone maker's stock, valued at approximately $16,043,000. Apple accounts for about 4.9% of Anchyra Partners LLC's holdings, making the stock its 3rd biggest position.

Several other institutional investors and hedge funds have also modified their holdings of AAPL. Norges Bank purchased a new stake in Apple during the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC purchased a new stake in Apple during the 1st quarter worth approximately $17,472,482,000. Laurel Wealth Advisors LLC increased its stake in Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after buying an additional 26,937,401 shares in the last quarter. Vanguard Group Inc. increased its stake in Apple by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker's stock worth $387,749,545,000 after buying an additional 26,856,752 shares in the last quarter. Finally, Northern Trust Corp increased its stake in Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Sanford C. Bernstein reiterated an "outperform" rating on shares of Apple in a research note on Wednesday, March 4th. KeyCorp reiterated a "sector weight" rating on shares of Apple in a research note on Thursday, March 12th. Barclays reiterated an "underweight" rating and set a $253.00 price objective (up from $248.00) on shares of Apple in a research note on Friday, May 1st. Tigress Financial reiterated a "strong-buy" rating and set a $375.00 price objective (up from $305.00) on shares of Apple in a research note on Thursday, May 14th. Finally, Scotiabank set a $330.00 price objective on Apple in a research note on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $310.31.

Insiders Place Their Bets

In related news, SVP Deirdre O'brien sold 30,002 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the completion of the transaction, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the transaction, the chief executive officer owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is currently owned by insiders.

Apple Price Performance

AAPL stock opened at $310.85 on Thursday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. The business has a 50 day simple moving average of $273.03 and a 200-day simple moving average of $269.45. The firm has a market capitalization of $4.57 trillion, a PE ratio of 37.59, a price-to-earnings-growth ratio of 2.68 and a beta of 1.06. Apple Inc. has a 1 year low of $195.07 and a 1 year high of $313.26.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business's revenue was up 16.6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.65 earnings per share. Equities research analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. This is a boost from Apple's previous quarterly dividend of $0.26. The ex-dividend date was Monday, May 11th. Apple's dividend payout ratio (DPR) is currently 13.06%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target on Apple to $380, saying AI features and a redesigned Siri could drive substantial incremental revenue over the next few years. Article Title
• Positive Sentiment: Melius Research also boosted its outlook ahead of WWDC 2026, saying Apple could finally show “real AI sizzle,” which has helped fuel expectations for a stronger product cycle. Article Title
• Positive Sentiment: Multiple pieces highlight Apple’s recent stock strength, including new record highs and growing optimism that the company’s Services business and ecosystem remain resilient even as iPhone growth slows. Article Title
• Neutral Sentiment: News that Android smartphone makers may be hit harder than Apple by AI memory shortages could be relatively supportive for AAPL by comparison, but it is more of an industry backdrop than a direct catalyst. Article Title
• Neutral Sentiment: Several articles point to Apple trading near all-time highs and approaching a $5 trillion valuation, reinforcing bullish momentum, though these are mostly commentary rather than fresh company-specific developments. Article Title
• Negative Sentiment: Some investors remain cautious because iPhone shipment momentum is softening and Apple’s next major growth driver still needs to be proven at WWDC, which leaves room for disappointment if AI announcements underwhelm. Article Title
• Negative Sentiment: One Reuters item notes Apple and Google are pushing back against Canada’s online safety bill over encryption concerns, a regulatory issue that could create future headline risk. Article Title

Apple Company Profile

Apple Inc NASDAQ: AAPL is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple's principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.

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